Answer tax questions instantly from your own guides
Help customers maximize deductions with clear, up-to-date advice. Chatref keeps support accurate and on-brand – no waiting for your team.
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Why it matters
The problem this solves.
Repeat support questions
Customers ask the same deduction questions over and over.
Inconsistent advice
Keeping deduction advice updated across regions is tedious.
Dead-end articles
Competitors' chatbots send customers to dead-end articles.
Tax season spikes
Support tickets spike during tax season.
The Chatref solution
Keep support scaling with your product.
A customer asks about a deduction. AI pulls the exact rule from your guides. They file correctly – no queue, no wait, no support ticket. Results depend on your content.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own docs – no new training.
Resolve ‘Where’s my data?’ instantly with one click – no email loops.
Capture leads from customers asking about CRM moves.
Fix migration gaps with chat insights – no guesswork.
Under the hood
The features that power it.
Loved by support teams
Real teams cut deduction questions in half
How Chatref keeps support moving with self-serve guides from your own content
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Deductions used to stall and land in our queue. Now Chatref walks users through steps from our own guide, and most finish without us.
Our long deduction guide used to vanish in search results. Now Chatref pulls the exact steps users need – no more 'how do I start' emails.
of import questions answered before they reach the team
Users see the exact deduction steps from our own docs – not generic advice. Trust in our product went up.
Won’t outdated content cause bad answers?
Your AI only uses what you import. Start with your best guides, then update anything flagged by insights.
How fast can I get this running?
Minutes. Upload your content, add one snippet, and your AI starts answering – no coding or waiting.
Does it work with content in different formats?
Yes. It pulls answers from help docs, guides, site pages, and files – all in one place.
Is my content kept private?
Absolutely. Your AI only uses what you import – it never searches the web or shares your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content – just faster and more consistent.
Can it help with import questions?
Yes. It pulls answers straight from your import guides, so users see the exact steps you provide.
What if something goes wrong?
It flags issues from your docs and hands off to your team with full context for anything unusual.
Does it assist with field mapping?
Yes. It guides users through matching columns to fields using your documentation.
Maximize deductions with instant answers
Start free – let AI answer tax questions from your own guides, no waiting for support.
Part of Chatref for Tax Software Support · Financial Services hub · pricing.